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Almanack Investment Partners’s CION Investment CION Stock Holding History

Almanack Investment Partners’s Portfolio CION Stock Details CION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-4,709
Closed -$39K – 359
2022
Q3 		$39K Buy
+4,709
New +$44.2K 0.01% 297

Other funds holding CION

AWA
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PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Almanack Investment Partners's CION Position: Q4 2022 in Review

Almanack Investment Partners sold out of CION Investment (CION) in Q4 2022, closing a stake of 4,709 shares — an estimated $39K sold.

Almanack Investment Partners first reported a position in CION in Q3 2022 and held it in 1 quarter. The position peaked at $39K in Q3 2022. 172 funds tracked by Wall St. Rank hold CION as of Q4 2022.

  • Almanack Investment Partners reported no remaining CION Investment position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 4,709 CION Investment shares in Q4 2022, an estimated $39K.
  • Almanack Investment Partners first reported a position in CION Investment in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's CION Investment position peaked at $39K in Q3 2022.
  • 172 funds tracked by Wall St. Rank held CION Investment as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.